Coca-Cola Company shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 23k | 66.32 |
| 2025-06-30 | $1.6M | 23k | 70.75 |
| 2025-03-31 | $1.6M | 23k | 71.62 |
| 2024-12-31 | $1.4M | 23k | 62.26 |
| 2024-09-30 | $1.7M | 23k | 71.86 |
| 2024-06-30 | $1.5M | 24k | 63.65 |
| 2024-03-31 | $1.5M | 24k | 61.18 |
| 2023-12-31 | $1.4M | 23k | 58.93 |
| 2023-09-30 | $1.3M | 23k | 55.98 |
| 2023-06-30 | $1.4M | 23k | 60.22 |
| 2023-03-31 | $1.4M | 23k | 62.03 |
| 2022-12-31 | $1.5M | 23k | 63.61 |
| 2022-09-30 | $1.3M | 23k | 56.00 |
| 2022-06-30 | $1.5M | 23k | 62.90 |
| 2022-03-31 | $1.4M | 23k | 61.99 |
| 2021-12-31 | $1.4M | 23k | 59.22 |
| 2021-09-30 | $1.2M | 24k | 52.47 |
| 2021-06-30 | $1.3M | 24k | 54.11 |
| 2021-03-31 | $1.2M | 23k | 52.69 |
| 2020-12-31 | $1.3M | 24k | 54.82 |
| 2020-09-30 | $1.2M | 25k | 49.38 |
| 2020-06-30 | $1.1M | 25k | 44.67 |
| 2020-03-31 | $1.1M | 25k | 44.26 |
| 2019-12-31 | $1.3M | 24k | 55.34 |
More positions owned by Center for Financial Planning
View all positions for Center for Financial Planning